Insulet

PODD

Market cap $23B

Our philosophy often runs counter to prevailing market sentiment, especially in times of excessive concentration and narrow market leadership. During this time, when many investors saw insulin pumps as “GLP-1 losers,” we acquired a position in Insulet (PODD) and added to our position in ConvaTec (CNVVY). We acquired shares of SolarEdge on the day the Trump administration began to review the Biden agenda.

Insulet (PODD) could produce exceptional returns because of its solid growth attributes.

Insulet Corporation ( PODD ) Analyst/Investor Day November 20, 2025 9:00 AM EST Company Participants Clare Trachtman - Vice President of Investor Relations Ashley McEvoy - CEO, President & Director Eric Benjamin - Executive VP & COO Trang Ly - Senior VP & Chief Medical Officer Manoj Raghunandanan - Senior VP & Chief Growth Officer Carolyn Sleeth - Senior Vice President of Global Commercial Capabilities & U.S. General Manager Flavia Pease - Executive VP & CFO Conference Call Participants Michael Conway Matthew O'Brien - Piper Sandler & Co., Research Division Robert Marcus - JPMorgan Chase & Co, Research Division Travis Steed - BofA Securities, Research Division David Roman - Goldman Sachs Group, Inc., Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Jeffrey Johnson - Robert W. Baird & Co. Incorporated, Research Division Joanne Wuensch - Citigroup Inc., Research Division Danielle Antalffy - UBS Investment Bank, Research Division Michael Polark - Wolfe Research, LLC Christopher Pasquale - Nephron Research LLC Issie Kirby - Rothschild & Co Redburn, Research Division Joshua Jennings - TD Cowen, Research Division Presentation Clare Trachtman Vice President of Investor Relations Good morning, everyone, and welcome to Insulet's 2025 Investor Day.

ACTON, Mass.--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD) (“Insulet” or the “Company”), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today hosted its 2025 Investor Day at the Company's global headquarters in Acton, Massachusetts. During the event, Insulet's executive team outlined the strategic plan and innovation roadmap that is designed to extend its leadership in the fast-growing and significantly underpenetrated global markets for automa.

Upgraded broker ratings bring the spotlight to PODD, SNDK and OI as potential picks in a selective market, each showing strong earnings growth and momentum.

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The Zacks Medical products industry sees steady demand, but macro headwinds keep growth under pressure in 2025. BSX, PODD, BLFS and ALUR reflect the favorable fundamentals.

Insulet (PODD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

FLEX, PODD and PRAA made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on Nov. 13, 2025.

PODD's Q3 earnings and revenues top forecasts, with strong Omnipod growth and margin expansion lifting shares.